Highly motivated financial services professional with 20 years experience specializing in mutual fund, annuity, life, and long-term care insurance distribution through bank, broker/dealer and financial planning channels. Proven track record in sales, sales management, staff development and relationship building. Equally adept at developing and growing new business channels and nurturing long-term customer relationships.

Highlights:

• Financial Services
• External Wholesaler
• Account Manager
• Sales Desk Manager
• Sales
• Insurance